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tv   Mad Money  CNBC  January 22, 2010 11:00pm-12:00am EST

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that just everybody was so excited about into a hideous decline -- >> the house of pain -- >> -- following the single best quarter any bank has ever reported. well, we're adding a new, new check to the list. we have to ask, what would president obama say if he were on the company's conference call? we know, for example, that had he been on the goldman sachs call he would've said congratulations, gentleman, on a great quarter and i'm here to tell you that this is your last good one under my administration. let's not mince words. this market's going down. and it's going down in large part because the president is lashing out at what he perceives as ill-gained corporate profits and greed. >> boo! >> and many of us feel his pain, as in the pain he's inflicting on shareholders. the only constituency in "mad money." so, from now on, we're going to put every stock through that
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same exercise, looking for the ones where the president might just say congratulations, without mandating huge future estimate cuts that would send our stocks crashing. i mean, it's not enough that we have one of the most difficult to fathom earnings seasons in history, where fabulous companies like google can report fantastic quarters and get slammed anyway. we now have huge political risks too. huge. while we're at it, let's throw bernanke into the mix. why not? the dems seem to be throwing him under the old grayhound bus. so we have to consider the possibility that the market would get hit with a mega mega selloff. >> sell, sell, sell, sell -- >> if congress makes a fool of the guy turning a flustered bull into an ornery bear in no time flat. even if the betting line here is they have the common sense to
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anoint him the best fed chairman in history. people are always stopping me, oh, upbeat guy, positive guy, optimistic guy. they always ask me, what would make me go super negative? and issue number one would be the end of ben bernanke's reign. let's not fool ourselves, he saved the western financial world. we lose him, i think we're going dramatically lower. i wouldn't have dedicated my new book "getting back to even" to bernanke if i thought he was irrelevant. i also don't like the unconfirmed chatter i'm hearing that treasury secretary tim geithner could be gone, too. as obama moves from the practical center to the idealistic left -- okay, look, fdr had to tackle left. what's the excuse for obama? if we lose geithner or bernanke then we could see the first serious correction since the bottom in march. repealing a major chunk of the rally, 1,000 points minimum. we lose one let alone both and the horrible action we've seen
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so far this week will look like a picnic hanging rock kind, not the one with william holden. that's why i think it may not be safe to wade back into the stocks until the bernanke confirmation issue is resolved. better to be safe than sorry. so with those incredibly negative caveats in mind, let's take a look at where we can try to save some money, "save" being the operative term, not make, save. this is a capital preservation coming, not an appreciation. first up on monday is apple, okay. the good news, i can't imagine how obama can trash this fantastic company. what would he say? it's too profitable? hey, maybe it makes devices only that rich people can afford. maybe it shall be giving them away. i don't expect him on the call. the bad news, maybe it doesn't matter what apple says. the way this earnings season is going so far, you can't appease
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the masses. i say let's wait. on wednesday apple unveils the tablet and the pattern with this stock has been to sell into the new product introductions and buy it back after. let's bet the pattern repeats itself. tuesday, the earnings floodgates opened. and we're going to go into listen-only mode. 12 days a year this business is just too hard to take any action. just 12 days. and tuesday, wednesday, and thursday of next week are a quarter of them. that's right, these are the days when the most companies report. and you simply can't keep up. i want you to consider these days as the no-buy zone. so on tuesday we'll be listening to the managements and hopefully not listening to obama. on corning -- the reason it's called glw because it's the old glassworks. we used to call it glow worms, but they dropped the term glass after corning. and emc, the initials of the three founders. ask we're going to check for demand of technology worldwide.
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and we also have nucor, and we have letter x, u.s. steel, which i thought was way up too much this week earlier. and then we're going to hear whether there's any infrastructure spending. maybe it's on the horizon. is china dumping steel? we'll get all of that. and we also have johnson & johnson reporting. okay. now, we candidly fear the white house will be on line one there. savaging the band-aid company, no doubt for price gouging. wednesday's heavy industry day. we find out how the world's gross domestic product's shaken. too many earnings reports to listen to and too much quick draw mcgraw to invoke that icon. we'll learn if boeing is ready to ship the dreamliner on mass. hey, how about c.a.t., would you like to hear whether there's any u.s. pickup or any asian demand. thursday's the worst of all, you're going to get more earnings reports on that day than any other day of the year. and i feel like my mind will explode.
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total information overload and it'll cause people to make some of the worst trading decisions imaginable. so, again, i demand you do no buying whatsoever. no buy, no buy, okay? no buy, got me? 3m will teach us about asian demand since it gets so much of its business from that part of the world. we're going to get a war correspondents report from at&t. how's that battle going with verizon? forget obama, put luke wilson on the phone. coal colgate and proctor will tell you us who's doing better sale on toothpaste and deodorant. finally after the close thursday -- you get one of these too, your handwriting gets really bad. amazon, remember this is a market that has gotten really unkind. amazon up 150% going into next week. my advice own it, buckle up, if
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you don't by friday afternoon, i think the sellers will have cleared out and you might get a chance to buy amazon at the same discounted price it gives you for books, dvds, and as we'll hear on the call, close. remember, though, no buying until we resolve ben. okay? ben must be resolved. selling's encouraged, buying's forbidden. until we know more. the bottom line -- remember, new game, new rules. the bear in chief now lives in the white house. he seems to favor lower stock prices. so let's wait for hibernation. bernanke's confirmation and the fog of earnings to clear before we pull any machine gun buy tickets, let alone a single shot. nancy in ohio. nancy? >> caller: big ohio boo-yah to you. >> it's good to have an ohio
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boo-yah. we need a little buckeye mid-america to start the show. what's up? >> caller: hey, i'm confused, jim. the end of december you listed amd as a buy. and i put a lot of weight on your buy recommendation, and after doing additional research, i ended up buying the stock this last wednesday. then last night just three weeks after you listed it as a buy, you changed your mind and said you listed it as a sell. what gives? >> okay. i recommended it two, four, six, eight, it went to nine and change, i still liked it at nine, i got the great quarter, stock didn't go up much, i said i'm not going to give back the gain i got back from two, and four and six and eight and my goal is to try to make the maximum number of people money as best as i can. and that's why i had to say sell. because i felt that was the last good quarter. i was not impressed with that quarter. they should have done a better job, not me. arthur in new york. arthur?
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oh, i'm in one of those moments where i'm so glad that the show is, you know, able to -- no, i'm out here, i'm going. how about arthur in new york? >> caller: boo-yah, jim. >> and who do we have here? is that arthur? >> caller: yeah, it's arthur. >> excellent. >> caller: once again i thank you and your staff for taking my call. this tape has got me a bit rattled. >> i'm thrilled you got through. otherwise i was feeling a little nakey when my daughter was 2 she used to say. >> caller: all right. nordic american tanker. jim, is it all aboard or all hands prepare to abandon ship? >> evacuate the dance floor. here's the thing. i don't like these offerings. why? because the stock was at 32, starting to do well, and then it gets knocked down by all of the new supply. however, mr. herb johanson did buy more ships with it. given the fact he bought more ships with it, it will be additive. he's talking about having a
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dividend, it is of some size, i don't like the deal because i don't like new stock. i like what he's getting, though, buying ships accretively. so i'm going to reiterate buy even though as painful as it was to see more supply hit the market on a really nasty day. bad timing by herb jordan. all right. information overload. remember, new game plan, new rules. wait for hibernation, wait for bernanke's confirmation, wait for the fog of earnings to clear before you pull the trigger. "mad money" will be right back. coming up, tech spec, cramer's got a stock that could help connect your portfolio with profits. and later, which health care plates are ready for the e.r.? dr. cramer examines the stocks in need of urgent care on an all new sell block. all coming up on "mad money."
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the last three days wall street's felt more like an avenue in stalingrad than a stroll down wall and broad in manhattan. >> the house of pain. >> when the market gets annihilated, i know that your first instinct is to abandon ship, to stop looking up your stocks, to start tearing up your statements, or just to throw in the towel. because it's so darn scary and so darn hard. i know because i've been in your shoes. and for my 30 years in trading, i've felt just about everything i can tell you that right now nobody, this is the most important takeaway, nobody ever made a dime by panicking. that's a rule from the world of investing according to me.
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i try to teach you how to handle sell-offs. sell-offs a lot worse than we got hit by this week. there will be worse ones, believe me. the most important thing to keep in mind is you have to stay in the game. but how do you do that when the game seems so miserable? i have a way. it's worked for me. you speculate. i know it's a little counterintuitive. but listen, you look for the small high-risk, high-reward stocks that could potentially deliver massive profits. exciting stocks that most commentators would tell you to stay away from, but they don't care if you're in the market, i do. because i know how good it can be if you get the right ones. i say you must own as a balanced part of investing diet a speculation, as long as you speculate right. never stop looking for great little ideas. future growth stocks, even if it feels like the market's about to blow up. so what have i got for you on speculative friday?
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this one's called cogent communications, and the symbol is ccoi. for all you home gamers. don't confuse it with homeland security's coget. cogent communications is the ultimate bandwidth shortage play. even without the mobile internet tsunami, we know that there just isn't enough internet bandwidth to go around with so many people downloading tv shows, social media games, and visiting high quality web sites that are total data hogs. at this point, you know lots of people and businesses are fed up with the high prices and poor service from the big telco carriers that incessant ly push
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you to bundle voice, video, and data together. something that not everybody, especially business owners really want. and that's where cogent comes in. this company's in what's known as an alternative carrier. it's founded on the premise that bandwidth can be treated like that commodity. you produce it in high commodities and undercut the competition. cogent was founded back in 1999, starting in 2000, built out its own ip data network totally independent of the voice based carrier networks that you're familiar with. the company built its business by picking up the pieces of the aftermath of the dot com collapse, paying on average 50% discount of the property, plant, and equipment. these acquisitions gave cogent the scale necessary to become what's called a tier one peering partner. what it really means in english, the company can interconnect with other telco providers cost-free. cogent isn't like the other telco providers. it's a company that does something unique. rather than billing its customers for discreet types of
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bandwidth use, one price for phone calls, tv, and internet. cogent sells its customers a cheap, all-purpose high-speed connection. something ideal for the small and medium-sized businesses and service providers and other bandwidth intensive organizations in north america and europe that the company serves. what really sets this one apart is one thing and one thing only. it supplies raw bandwidth at roughly 50% below the market price. nobody can undercut these guys. and if you're a medium-sized struggling business trying to cut costs in a network centric business, then cogent, that's your call. they got precisely what you need. with respect to internet traffic expected to grow, small and medium-sized expected $30 billion on telecommunications this year. i think cogent is a company whose time has come. now, obviously i'm not alone because the stock was just a point off the 52-week high at
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$11.49 and it's up from 4 at the end of 2008. as a man who made two big promises earlier this month and cogent was upgraded by bank of america last week. i'm not as concerned because cogent traded at over $30 back in 2007. not that worried. that being said, very speculative. got to have the stomach for risk. nobody ever lost money looking for pullback, especially in this tape. don't forget to use limit orders and buy this one in small increments. here's the bottom line, for a terrific way to speculate on the explosive demand and short supply of bandwidth without worry from washington, i think you should take a look at cogent communications, ccoi, the ultralow cost high speed internet provider. after the break, i'll try to save you more money. coming up, which health care plates are ready for the e.r.? dr. cramer examines the sector for the stocks in need of urgent care on an all new sell block. later, whether had the dow soars or hit the floor, jim
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helps you try to stay on steady floor on "am i diversified? "
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for months we've been saying that we thought health care reform could fail. even as almost everyone else
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feared it would turn for-profit companies into nonprofits. we never thought the democrats would be able to get anything but a watered-down bill through congress, one that wouldn't do much damage to most health care stocks that everyone was fleeing from. then we learned about massachusetts, that if scott brown won, like he did, then obama might not have the votes to pass anything. since everyone was focusing on the news rather than on civics 101 and vote counting in the senate, which made serious profit annihilating health care legislation all but an impossibility, we became pro everything health care, including companies we didn't particularly care for because these companies were too cheap. trading at bargain basement prices created by pessimism. trying to get back to the right price even inferior merchandise is worth buying. it can turn this into this. i told you to buy all the hmos, everything from cramer faved
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wellpoint to humana. also gave permission to buy unbelievably rehab care, rhb, a solid rehabilitation facility operator in spite of its massive medicare exposure. and you know what? we were right. we were dead right. we caught the big move up in health care. so what do you do when you caught a big move up and you didn't really like the stocks? you ring the register. you ring the register on your least favorite names on the group and you focus on some of the others that you actually liked with or without health care reform. and that's the subject of tonight's sell block. i'm telling you you have to take profits in humana, in u & h, despite that good quarter yesterday, and rehab care. and i'm going to tell you why. the main reason to sell these stocks simply that the easy money has been made. and it is time to stop being
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greedy. okay? ring the register. if you bought these stocks, you have enormous gains, u & h up 103%. since 2009 lows. h huemana up 107%. rehab care up 141%. and it's up 12% since we recommended it on november 19th. technically we're not putting these three stocks on the sell block, they don't deserve that. we're simply saying that when you hold your nose and buy merchandise betting it's priced incorrectly and your bet pays off, then it's time to get out, otherwise you're being a pig. bulls make money, bears make money, pigs get slaughtered. we also want to take advantage of the goldman sachs upgrade. and you do not look gift horses in the mouth. and there's a second reason i'm focussed on selling humana and rehab care. these three companies have a lot of exposure to medicare, which had will need to be cut thanks to our huge government deficits.
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now it looks like health care reform is doa, dead on arrival and clear to everyone that it's also dnr, as in do not resuscitate, the chans for further medicare cuts are likely because the government won't be get gt proposed tax money to keep it going at the same levels. i pick up the paper and say i've got to make this the sell block. this is page a-5 of today's "wall street journal." insurers now focus of health talks. mentions the companies beholden to medicare and medicaid could be in a jam. why take the chance with these stocks with that medicare exposure? now, we're not abandoning the whole health care group. we like drug companies with growth and juicy dividends. that's like bristol myers, 5% yield, which my charitable trust owns. we like wellpoint, the least affected by washington. and it's already up 35% since we recommended it october 29th at 47.50, i think it can trade at
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90 before it gets too expensive. we also like cov, the diagnostic and preventive medicine medical device play, just reported a stellar quarter on wednesday. up 20% since we recommended it october 27th. these didn't shoot up in anticipation of the watering down or death of health care reform, they had other positives and that's why they can still be owned. here's the bottom line. the declining tide of obama care has lifted all of the health care stocks to levels we no longer feel comfortable recommending. ring the register on u & h, humana and rehab care. but if you want to stick with a group, you can own bristol-myers, and wellpoint as they look like they have room to run. let's go to alex in arkansas, please. alex? >> caller: hey, jim, i want to give you a big pig boo-yah. i want to know your thoughts on cyta and how obama's policy might affect it. can you help me out with that? >> i think that's a spec play. i don't think you have that much to worry about. you're going to be much more worried about -- he's not against -- this is one i'd be
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more worried about under the previous administration. because it does stem cells from fat tissue. i think this is the kind of company that is embraced by this administration. i'm not going to sweat the program with it. how about chuck in california? chuck? >> caller: big boo-yah. from the rainy state of california. >> grim boo-yah. >> caller: i'm a new investor and i recently got in on alo therapeutics and i bought it, and it keeps going up. i bought it at 5.89. and i have a feeling when the drug comes out it's going to take a nice spike. >> i don't know about that. i think we've all been -- first of all, you know i recommended it several times, i think it does a terrific job. but when drugs get approved, they tend to sell off. so you've got a nice gain, you might want to ring the register on some and let the rest run. let's go to blair in nevada, please. blair? >> caller: boo-yah, jim, from las vegas, home of the world series of poker.
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>> and many other things, boo-yah, what's up? >> caller: jim, i've never owned a medical stock. my first choice is salex pharmaceutical. >> oh, boy. we liked that when the show first began. it's got some pretty interesting drugs, it has moved up tremendously because of this -- there's a drug it's got. my take is this -- in this particular market when you like something that's much, much lower and not this much. and this is a very rough tape. i think you take a little something off the top there. it's time to ring the register on some of these health care names. united health, humana, and rehab care. big gains. come on, don't give them back. stay with bristol-myers, cov, and wellpoint. because the stories don't need health care reform and can do just fine without government help. stay with cramer. coming up, instant access to the prodigy of prophets on an all new lightning round. plus, how do your stocks stack up in a mystifying market? cramer makes sure your portfolio
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makes the grade on am i diversified? all coming up on "mad money." [ male announcer ] introducing the all-new lexus gx. it has the agility and the power to take on any mission, and the space to accommodate precious cargo, because every great action hero needs a vehicle. see your lexus dealer. ♪
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it is time. it is time for the last lightning round of the week on cramer's "mad money." you say the name of the stock, i tell you whether to buy, buy, buy, or sell, sell, sell. just to be clear, anytime you hear this sound, then the lightning round is over! are you ready skee-daddy? let's start with joe in florida. >> caller: jim, boo-yah, from a much warmer florida. >> why not? why not go there? it's freezing here.
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what's going on? >> caller: all right, my question concerns tmo. my son was a supervisor of shipping materials overseas, only to be laid off with others. what's your take or your opinion on them? >> it's a well-run company. i'd like to know who the end markets are. the end markets are companies that do biotech. and the markets are open for them to be able to raise a lot of money. and that's their clients. their business is good. >> buy buy buy. >> say buy buy buy. brian in new jersey. >> caller: mr. cramer -- >> brian. >> caller: let me give you a garden state, let's go jets, boo-yah. >> at least you weren't in my face with a cowboy boo-yah or something. i happen to be for the jets. for public disclosure. i'm for the jets. i'll even if i have to wear one of their jerseys. rex ryan is a friend of the town i'm from. what's the stock?
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>> caller: stp, sun tech power. >> sorry. no, no, no. come on, you come in with that great defense and the jets and sanchez and rex ryan. then you come in with this kind of thing? come on! >> sell, sell, sell. >>ive don't like -- all these solar plays are way too speculative for this market. let's go to chip in texas. chip? >> caller: boo-yah, jim. i'd like to give you a houston, texas, boo-yah. i got an mlnk, i was wondering what your opinion of it was. >> don't know motislink. don't know mlnk, got to come back on that one. new to me. sometimes you get skunked. i'm off on that one, i don't have it. let's go to kenny in illinois. kenny? >>. >> caller: jim, boo-yah.
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>> boo-yah. >> caller: hey, i'm looking at this fulton financial down 8% today and trading at about a one price to book. would you look to be starting a position here? >> no, no, no, we've got fnfg, which you know i like being the first niagara. i think the new alliance bank report is going to be good next week. you know huntington bank was my speculative bank stock. that's still roaring. that stock will be flying. let's not go down with that one. i like too many others better than that, including people's bank. in connecticut by the way and webster, how about clint in minnesota. clint? >> caller: great big boo-yah from the frozen minnesota. >> there's a guy who must not be a vikings fan. how can i help? >> caller: jim, i picked up some sprint last week, took a downgrade hit from one analyst, and it has been sliding ever since. where do you think this stock is going to go? >> clint, it's not my fave. you know i'm worried about sprint. i'm worried about the balance sheet, the price war between verizon and at&t.
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they're caught in a crossfire. >> sell sell sell! >> no thank you to sprint. and the justice department would never allow anyone to buy them. i say stay away, don't buy from sprint. how about blanca in texas. blanca? >> caller: hi, cramer, how are you? >> not bad, how about you? >> caller: good, i was wondering, i'm a business professional and a single mother and wanted to start buying some stock. what do you think about fedex? >> as much as i like fedex and i do like fedex, the conference call a year ago, saying we feel like things have bottomed. i more prefer u.p.s., united parcel. why? i bought it for action plus.com. we know that the business is strong right now. i think it's a safer bet and is much cheaper than fedex. how about howard in california. howard? >> caller: yes, boo-yah, jim. >> boo-yah, howard.
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>> caller: thank you for your wonderful advice, gained over 69% on one of my stocks this year. >> holy cow, we like that. thank you for pointing it out. appreciate you coming on the show. how can i help you out? >> caller: mcdonald's, mcd. >> i saw the quarter today and i said will people stop trading this on month to month numbers? every time you see a dip in that stock, the monthly -- please, i've got to explain this. the monthly same store sales number wasn't up to snuff and everybody comes in and starts sell, sell, sell. you own this stock because it's a secular great growth story with a real pension, being able to open a lot of stores overseas that work. and because management is great. and when that stock pulls back, and it always does, that's when we'll pull the trigger and buy, buy, buy. let's go to andrew in wisconsin. andrew. andrew? >> caller: giving you a buzz, thinking about buying some wind energy on the dip. but with some of the antics that have come out of washington the
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last few days and the overall performance of the market, i was thinking about holding off on that. >> we recommend the stock literally 12 points ago. it has moved up -- just headed up for the first time in a week. i see a gain of $1.54 today. i'm not going to encourage buying this stock that has had such a huge run, not for the reasons you do, but just because, you know what, they are at a certain point a lot of their hedge is going to come off and that dividend's going to be hard to maintain. not yet because they've done a lot right. this stock is up 90% year-over-year. i am not going to be so greedy to say i like it as much at 26 as i did at 16. eric in texas. eric? >> caller: a houston, texas, boo-yah to you. >> go cougars, what's up? >> caller: how is obama's prop trading law going to affect goldman sachs? >> goldman sachs. oh, man, goldman sachs. you know, i mean like boom, you
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know what i mean? goldman is a great company, but we now know why it sells at five times earnings. doesn't seem like it can get out of its own way. because the president attacked its business directly while the conference call was on. actionalerts.com, i said i would never sell goldman. i am not selling this little bit. that said, my only forecast for goldman sachs is what mr. t promised to give. what he promised to give to rocky. my forecast is pain. stick with cramer. >> the lightning round is sponsored by td ameritrade. now, thanks to multi-tasking, when you have that procedure on your elbow, you're not able to do that. look, you know, i have to
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throw my hands up here. the bottom line -- not easy. >> boo-yah, jim, from point pleasant. we're at the real jersey shore, not like those imposters on tv. >> what? >> come on. >> that's true. >> you know what, i'm giving you a jenkins' boo-yah, not a situation boo-yah. >> what kind of name is situation, man. >> there's snookie boo-yah. >> jim, i'm giving a classic, listen, open the darn window boo-yah. >> they know nothing! they know nothing! hit me! >> jim, you are the man. >> i like being the man. thank you very much. >> let me attempt a yodelling boo-yah. are you there, jim? >> since we aren't dice rollers, we agree with stocks with frank
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sinatra when he pondered if luck was really a lady. ♪ luck be a lady tonight this is one of those beats that goes on. ala investment stages sonny and cher. ♪ and the beat goes on >> those investing geniuses at buffett acolytes, indeed, the spice girls when they sang -- ♪ i wanna really really really >> huh? we've got to know more about panera bread. welcome to "mad money," in person. i've got the whole goods here. >> this looks good, what are we eating? >> how good does that look, huh? i'm probably in the end going to go for the chicken salad and i may not eat the bacon because i'm trying to lose weight. i'm no pig. >> you're looking good. you've lost weight. >> are you serious right now? >> big is out, lean is in.
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thin is in, baby. thin is in. >> this and i are never to be confused. when you hear that, doesn't it make you feel great? so many arthritis pain relievers -- i just want fewer pills and relief that lasts all day. take 2 extra strength tylenol every 4 to 6 hours?!? taking 8 pills a day... and if i take it for 10 days -- that's 80 pills. just 2 aleve can last all day. perfect. choose aleve and you can be taking four times...
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fewer pills than extra strength tylenol. just 2 aleve have the strength to relieve arthritis pain all day.
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when with i tell you i think you should own the stock, it doesn't mean you should put all of your money in that one stock. even if you're almost positive it's going to go up. because diversification is the only free lunch in this business. that's why we're playing "am i diversified." this is where i tell you if your portfolio's diversified enough or maybe you need to mix it up a little. steven in ohio, you're our first caller. what do you got for me, steve? >> caller: jim, thanks for me taking my call. longtime listener, first-time caller. i need to know if i'm diversified. sirg. >> congratulations, great call. >> caller: great day today. caterpillar, kinder morgan, and oracle, and i need to know if you'd add more money to any of these. >> all right. let's take a look here. all right. surgical unbelievable, the stock is a gigantic move. that's a health care company. caterpillar reports next week, the best machinery company in
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the world. oracle, great software company, going to be a really good one. kinder morgan, our pipeline play, that's got the nice 6% yield that we love. here's the problem, danaher is also a great company, also in the machinery business. i think you're overloaded, i think you've got to sell the danaher, beware that both of these can be challenged. i would sell the danaher and pick up maybe a defense play or you could pick up a beaten-down regional bank. how about that? that's a better play. let's go to jim in missouri please. jim? >> caller: hey, big missouri boo-yah to you, jim. >> big 12 boo-yah right back at you. >> caller: yeah, i got n.a.t. >> okay. >> caller: nyx, staples, wind energy, at&t. >> let's take a look at this. it could be what these symbols are, translate in the new york stock exchange. we know that is where a lot of the business trades.
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good yield, not too sure about the prospects. north american tanker, we covered that, did do an offering at $30, but bought ships, it's going to be additive. i'm not happy about the equity offerings. staples is the retailer, at&t, they report next week, hope it's good, but hope should be left to the ballpark, not for earnings. and wind is the high-yielding natural gas play. we've got a shipper, financial, retailer, telco, and natural gas pipeline with exploration, i think that's terrific, i say hallelujah no changes needed. taylor in texas. taylor? >> caller: how about a tcu boo-yah. >> tcu boo-yah, first time we've had tcu. quite a club. what do you got? >> caller: i've got a speck play i want you to elaborate on if you've got a few seconds. stocks are citigroup, c, central european, cedc, cypress semi, cy, chevron, cvx, dry ships,
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drys. the spec play is -- >> you only like to buy stocks that begin with c except for d. that's all right, we can deal with that. a little alphabetical. i want to call the next show america's post market show the es and fs. chevron, i like that, it's one of my oil plays. cypress, look, reports next week, that's t.j. rogers, they do the touch screens on a lot of the smartphones. we're all over that. citigroup, one of the least affected by president obama's plan to try to punish private equity. they borrowed much less than goldman, jpmorgan. look, i think it's a decent speck. more than morgan stanley, i should say. cdc are, this distribution liquor company should be okay. diagio, rather see you there. dry ships, that is not my favorite. i prefer diana for bulk. we have an oil company, european
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liquor distributor, a tank, and a shipper, a bank. i can live with that. i think you ought to make that change because d, dry is not as good as diana. let's take another. victoria in texas. victoria? >> caller: hey, jim, a first time i've ever said it out loud, boo-yah. >> holy cow. given it''s the first time, sounds like you've been doing it a long time. first time long time. go ahead. >> caller: first time. how did i do? >> all right. how are you? >> caller: good. so i have apple. >> okay. >> caller: i have chevron. >> chevron. a lot of people own that one today. >> caller: i have nordic american tanker. >> a lot of repeat business. okay. >> caller: and pfizer. >> i've got four there.
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apple, chevron, nordic, and pfizer >> caller: i'm afraid i'm going to get the buzzer from you because it's tech. >> that's the little buzzer. pfizer, we went positive when we knew health care reform wasn't going to pass. we're sticking with pfizer because we think it's a better year coming. chevron we endorsed that, oil company. we think it's terrific. nordic american tankers, did that underwriting, we're not against it because he's buying something, we don't like supply. microsoft, apple, absolutely right, even time you're a first-time caller. you can't unbuckle them. apple reports monday. i think apple's going to be a great quarter. doesn't matter. microsoft reports at the end of the week. i think it's a terrific quarter. what i would do is keep the apple, get ready for downdraft. get rid of the microsoft and, yes, once again, i'll suggest a beaten-down regional bank because they don't all deserve to be down like that. all our players played well. they also knew their mistakes ahead of time everyone's learning, stay with cramer.
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next week, information overload, plus let's be sure both bernanke and geithner aren't going anywhere. i can't get excited about this market and tell you to buy this dip, it's too nasty out there. there's always a bull market somewhere. i promise to find it for you here on "mad money." i'm jim cramer, and i will see you monday! [ male announcer ] introducing the all-new lexus gx.
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it has the agility and the power to take on any mission, and the space to accommodate precious cargo, because every great action hero needs a vehicle. see your lexus dealer. ♪ at&t's 3g network covers over 230 million americans. that's a lot of people. to prove my point i asked gary here to friend request all of them. how's it coming, gary? [ ding ] we got one! that's good. oh! ah, wow. [ dinging continues ]
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becoming a popular guy. [ rattling ] [ male announcer ] want 3g coverage? we've got it. 230 million people in 9,400 cities. let's get out of here. ok. [ male announcer ] at&t. get an exclusive pantech messaging phone free after mail-in rebate. only from at&t. yeah. would you like a pony ? yeah ! ( cluck, cluck, cluck ) oh, wowww ! that's fun ! you didn't say i could have a real one. well, you didn't ask. even kids know when it's wrong to hold out on somebody. why don't banks ? we're ally, a new bank that alerts you when your money could be working harder and earning more. it's just the right thing to do.
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>> this is a cnbc original. >> she's the queen of talk. >> oprah's the most influential woman in america. >> and her impact on business is worth billions. >> we don't think, in the history of humankind, we've ever seen a brand like "oprah." >> it's her unprecedented power of persuasion. >> she definitely put us on the map. >> oprah's a person who stands for tremendous value. she's like the "good housekeeping" seal. >> getting on "the oprah winfrey show" could be the biggest opportunity of someone's life. >> experts call it "the oprah effect." >> not until you experience it do you really understand what this woman can do for a business. it's incredible! [ music ]
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>> welcome to "the oprah effect." i'm carl quintanilla. talk show superstar, oprah winfrey is one of the most well-known cultural and financial icons of our time. she has been named one of "time" magazine's hundred most influential people in the world. "the oprah winfrey show" is the highest-rated talk show in television history, with an estimated 44 million viewers a week in the united states. and those numbers translate into some big sales for the products oprah recommends. if you're lucky enough to create a product she loves, a mention on her show just might make you a millionaire. in this hour, we introduce you to someone who thinks she has the secret to getting on "the oprah winfrey show." but first, we examine several businesses like this one, "carol's daughter," that skyrocketed to success because of "the oprah effect." businesses large and small

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